Showing all 8 results

  • Why SCI

    The Gathering 2018

    $420.00

    The Gathering

    Networking, Learning, and Advice

    The Gathering 2018

    Thursday, February 22nd and Friday, February 23rd

    San Diego Marriott – Del Mar

    11966 El Camino Real
    San Diego, CA 92130

    (858) 523-1700

    Agenda Coming Soon

    Sponsor-Exhibitor Application Coming Soon

    Please join us for our 14th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an
    annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can,
    through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their
    planning needs.

    The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.

    Participation Fee:
    The Gathering – $420
    Circle of Friends Only – $200 (waived with Gathering fee)

    Please note:  We have gone digital! Materials will be provided electronically.

    Continuing Education Credits:
    CFP & CA Insurance – credits applied for
    CPA & MCLE (approved provider #11857) – credits offered

    Program Location and Accommodations:
    San Diego Marriott – Del Mar
    11966 El Camino Real
    San Diego, CA 92130
    (858) 523-1700

    Add to cart
  • Breakfast Sponsor at The Gathering 2017

    $3,000.00

    The Gathering 2017

    Financial, Tax, and Legal Planning for Baby Boomers and Business Owners – What Now & What’s Next?

    Friday, February 24th and Saturday, February 25th

    San Diego Marriott – La Jolla
    4240 La Jolla Village Drive
    San Diego, CA 92122
    (858) 587-1414

    The Gathering Room Rate:
    $169 (Reserve your room by February 3, 2017)
    Reservation Link: Group Rate Gathering 2017

    Click here to view the Agenda

    Click the The Gathering Sponsorship Program link to see other Sponsorship levels.

    Breakfast Sponsor $3,000 level (limited to two sponsors)

    Friday Afternoon, February 24th | 7:30 – 8:00am Breakfast and Check-in
    Saturday Afternoon, February 25th | 7:30 – 8:00am Breakfast and Check-in

    Your sponsorship includes:

    • 5-10 minute presentation during plenary session
    • Branding on USB drives containing attendee materials
      (placed in tote bags)
    • Logo on various platforms including The Laureate
      Center website and marketing e-mails
    • Full page digital ad included in attendee materials
    • 90 second slideshow on loop displayed during breaks
    • Two draped 6 foot tables set up with two chairs in Exhibitor
      Hall with prime location
    • Copy of registered attendee list with contact information
    • One e-mail campaign to attendees before & after event
    • Registration for 2 attendees to The Gathering
    • Registration for 2 attendees to The Circle of Friends
      Charity Event

     

     

    Please join us for our 13th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an
    annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can,
    through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their
    planning needs.

    The format of the twoday Gathering is designed to engage all participants in a conversation where audience interaction is as
    critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and
    who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill
    their enlightened dreams.

    Participation Fee:
    The Gathering – $420
    Circle of Friends Only – $200 (waived with Gathering fee)

    Please note:  We have gone digital! Materials will be provided electronically.

    Continuing Education Credits:
    CFP & CA Insurance – credits applied for
    CPA & MCLE (approved provider #11857) – credits offered

    Program Location and Accommodations:
    San Diego Marriott – La Jolla
    4240 La Jolla Village Drive
    San Diego, CA 92122
    (858) 587-1414

    The Gathering Room Rate:
    $169 (Reserve your room by February 3, 2017)
    Reservation Link: Group Rate Gathering 2017

    The Participation fee for the Gathering includes attendance, for you and a Guest, to our Black-tie Optional Gala on Friday evening. Upon registration for this event, you will receive a confirmation email which will allow you to indicate if you, a guest will be attending our Gala. We look forward to seeing you.  To register for the Circle of Friends Mardis Gras Charity Event ONLY, please use this registration form.

    Add to cart
  • Lunch Sponsor at The Gathering 2017

    $4,200.00

    The Gathering 2017

    Financial, Tax, and Legal Planning for Baby Boomers and Business Owners – What Now & What’s Next?

    Friday, February 24th and Saturday, February 25th

    San Diego Marriott – La Jolla
    4240 La Jolla Village Drive
    San Diego, CA 92122
    (858) 587-1414

    The Gathering Room Rate:
    $169 (Reserve your room by February 3, 2017)
    Reservation Link: Group Rate Gathering 2017

    Click here to view the Agenda

    Click the The Gathering Sponsorship Program link to see other Sponsorship levels.

    Lunch Sponsor $4,200 level (limited to two sponsors)

    Friday Afternoon, February 24th | 12:00 – 1:10pm Lunch with Premier Sponsor
    Saturday Afternoon, February 25th | 12:00 – 1:00pm Lunch with Premier Sponsor

    Your sponsorship includes:

    • 30 minute luncheon presentation with placement of materials
      on table
    • Branding on Tote Bags distributed to all attendees
    • Social media campaign to SCI network
    • Logo on various platforms including The Laureate Center
      website and marketing e-mails
    • Full page digital ad included in attendee materials
    • Full page color print ad included in attendee tote bags
    • Two draped 6 foot tables set up with four chairs in
      Exhibitor Hall with prime location
    • 90 second slideshow on loop displayed during breaks
    • Copy of registered attendee list with contact information
    • One e-mail campaign to attendees before & after event
    • Registration for 4 attendees to The Gathering
    • Registration for 4 attendees to The Circle of Friends
      Charity Event

     

    Please join us for our 13th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an
    annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can,
    through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their
    planning needs.

    The format of the twoday Gathering is designed to engage all participants in a conversation where audience interaction is as
    critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and
    who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill
    their enlightened dreams.

    Participation Fee:
    The Gathering – $420
    Circle of Friends Only – $200 (waived with Gathering fee)

    Please note:  We have gone digital! Materials will be provided electronically.

    Continuing Education Credits:
    CFP & CA Insurance – credits applied for
    CPA & MCLE (approved provider #11857) – credits offered

    Program Location and Accommodations:
    San Diego Marriott – La Jolla
    4240 La Jolla Village Drive
    San Diego, CA 92122
    (858) 587-1414

    The Gathering Room Rate:
    $169 (Reserve your room by February 3, 2017)
    Reservation Link: Group Rate Gathering 2017

    The Participation fee for the Gathering includes attendance, for you and a Guest, to our Black-tie Optional Gala on Friday evening. Upon registration for this event, you will receive a confirmation email which will allow you to indicate if you, a guest will be attending our Gala. We look forward to seeing you.  To register for the Circle of Friends Mardis Gras Charity Event ONLY, please use this registration form.

    Add to cart
  • Why SCI

    The Gathering 2017

    $420.00

    The Gathering 2017

    Financial, Tax, and Legal Planning for Baby Boomers and Business Owners – What Now & What’s Next?

    Friday, February 24th and Saturday, February 25th

    San Diego Marriott – La Jolla
    4240 La Jolla Village Drive
    San Diego, CA 92122
    (858) 587-1414

    The Gathering Room Rate:
    $169 (Reserve your room by February 3, 2017)
    Reservation Link: Group Rate Gathering 2017

    Click here to view the Agenda

    Sponsor-Exhibitor Application

    Please join us for our 13th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an
    annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can,
    through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their
    planning needs.

    The format of the twoday Gathering is designed to engage all participants in a conversation where audience interaction is as
    critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and
    who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill
    their enlightened dreams.

    Participation Fee:
    The Gathering – $420
    Circle of Friends Only – $200 (waived with Gathering fee)

    Please note:  We have gone digital! Materials will be provided electronically.

    Continuing Education Credits:
    CFP & CA Insurance – credits applied for
    CPA & MCLE (approved provider #11857) – credits offered

    Program Location and Accommodations:
    San Diego Marriott – La Jolla
    4240 La Jolla Village Drive
    San Diego, CA 92122
    (858) 587-1414

    The Gathering Room Rate:
    $169 (Reserve your room by February 3, 2017)
    Reservation Link: Group Rate Gathering 2017

    The Participation fee for the Gathering includes attendance, for you and a Guest, to our Black-tie Optional Gala on Friday evening. Upon registration for this event, you will receive a confirmation email which will allow you to indicate if you, a guest will be attending our Gala. We look forward to seeing you.  To register for the Circle of Friends Mardis Gras Charity Event ONLY, please use this registration form.

    Add to cart
  • Reception Sponsor at The Gathering 2017

    $2,300.00

    The Gathering 2017

    Financial, Tax, and Legal Planning for Baby Boomers and Business Owners – What Now & What’s Next?

    Friday, February 24th and Saturday, February 25th

    San Diego Marriott – La Jolla
    4240 La Jolla Village Drive
    San Diego, CA 92122
    (858) 587-1414

    The Gathering Room Rate:
    $169 (Reserve your room by February 3, 2017)
    Reservation Link: Group Rate Gathering 2017

    Click here to view the Agenda

    Click the The Gathering Sponsorship Program link to see other Sponsorship levels.

    Reception Sponsor $2,300 level (limited to two sponsors)

    Thursday Evening, February 23rd | 6:00 – 8:00pm Welcome Reception for Speakers & Exhibitors
    Saturday Evening , February 25th | 5:00 – 7:00pm Networking Reception for All Attendees

    Your sponsorship includes:

    • 5-10 minute presentation at the top of the second hour of the reception
    • Logo on various platforms including the Laureate Center website and marketing emails
    • Full page digital ad included in attendee materials
    • Logo on loop displayed during breaks
    • 90 second slideshow on loop displayed during breaks
    • Draped 6-foot table set up with two chairs
    • Copy of registered attendee list with contact information
    • One e-mail campaign to attendees after event
    • Registration for 2 attendees to The Gathering
    • Registration for 2 attendees to The Circle of Friends Charity Event

    Please join us for our 13th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an
    annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can,
    through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their
    planning needs.

    The format of the twoday Gathering is designed to engage all participants in a conversation where audience interaction is as
    critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and
    who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill
    their enlightened dreams.

    Participation Fee:
    The Gathering – $420
    Circle of Friends Only – $200 (waived with Gathering fee)

    Please note:  We have gone digital! Materials will be provided electronically.

    Continuing Education Credits:
    CFP & CA Insurance – credits applied for
    CPA & MCLE (approved provider #11857) – credits offered

    Program Location and Accommodations:
    San Diego Marriott – La Jolla
    4240 La Jolla Village Drive
    San Diego, CA 92122
    (858) 587-1414

    The Gathering Room Rate:
    $169 (Reserve your room by February 3, 2017)
    Reservation Link: Group Rate Gathering 2017

    The Participation fee for the Gathering includes attendance, for you and a Guest, to our Black-tie Optional Gala on Friday evening. Upon registration for this event, you will receive a confirmation email which will allow you to indicate if you, a guest will be attending our Gala. We look forward to seeing you.  To register for the Circle of Friends Mardis Gras Charity Event ONLY, please use this registration form.

    Add to cart
  • Break Sponsor at The Gathering 2017

    $1,800.00

    The Gathering 2017

    Financial, Tax, and Legal Planning for Baby Boomers and Business Owners – What Now & What’s Next?

    Friday, February 24th and Saturday, February 25th

    San Diego Marriott – La Jolla
    4240 La Jolla Village Drive
    San Diego, CA 92122
    (858) 587-1414

    The Gathering Room Rate:
    $169 (Reserve your room by February 3, 2017)
    Reservation Link: Group Rate Gathering 2017

    Click here to view the Agenda

    Click the The Gathering Sponsorship Program link to see other Sponsorship levels.

    Break Sponsor $1,800 level (limited to two sponsors)

    Friday, February 24th | 9:30-10:00am & 2:40-3:10pm
    Saturday, February 25th | 9:50-10:20am & 2:50-3:10pm

    Your sponsorship includes:

    • 1-2 minute presentation during plenary
    • Logo on various platforms including the Laureate Center website and marketing emails
    • Full page digital ad included in attendee materials
    • Logo on loop displayed during breaks
    • Draped 6-foot table set up with two chairs
    • Copy of registered attendee list with contact information
    • One e-mail campaign to attendees after event
    • Registration for 2 attendees to The Gathering
    • Registration for 2 attendees to The Circle of Friends Charity Event

     


    Please join us for our 13th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an
    annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can,
    through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their
    planning needs.

    The format of the twoday Gathering is designed to engage all participants in a conversation where audience interaction is as
    critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and
    who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill
    their enlightened dreams.

    Participation Fee:
    The Gathering – $420
    Circle of Friends Only – $200 (waived with Gathering fee)

    Please note:  We have gone digital! Materials will be provided electronically.

    Continuing Education Credits:
    CFP & CA Insurance – credits applied for
    CPA & MCLE (approved provider #11857) – credits offered

    Program Location and Accommodations:
    San Diego Marriott – La Jolla
    4240 La Jolla Village Drive
    San Diego, CA 92122
    (858) 587-1414

    The Gathering Room Rate:
    $169 (Reserve your room by February 3, 2017)
    Reservation Link: Group Rate Gathering 2017

    The Participation fee for the Gathering includes attendance, for you and a Guest, to our Black-tie Optional Gala on Friday evening. Upon registration for this event, you will receive a confirmation email which will allow you to indicate if you, a guest will be attending our Gala. We look forward to seeing you.  To register for the Circle of Friends Mardis Gras Charity Event ONLY, please use this registration form.

    Add to cart
  • General Exhibitor at The Gathering 2017

    $1,000.00

    The Gathering 2017

    Financial, Tax, and Legal Planning for Baby Boomers and Business Owners – What Now & What’s Next?

    Friday, February 24th and Saturday, February 25th

    San Diego Marriott – La Jolla
    4240 La Jolla Village Drive
    San Diego, CA 92122
    (858) 587-1414

    The Gathering Room Rate:
    $169 (Reserve your room by February 3, 2017)
    Reservation Link: Group Rate Gathering 2017

    Click here to view the Agenda

    Click the The Gathering Sponsorship Program link to see other Sponsorship levels.

    General Exhibitor $1,000 level – Your sponsorship includes:

    • Full page digital ad included in attendee materials
    • Logo on loop displayed during breaks
    • Draped 6-foot table set up with two chairs
    • Copy of registered attendee list with contact information
    • One e-mail campaign to attendees after event
    • Registration for 2 attendees to The Gathering
    • Registration for 2 attendees to The Circle of Friends Charity Event


    Please join us for our 13th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an
    annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can,
    through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their
    planning needs.

    The format of the twoday Gathering is designed to engage all participants in a conversation where audience interaction is as
    critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and
    who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill
    their enlightened dreams.

    Participation Fee:
    The Gathering – $420
    Circle of Friends Only – $200 (waived with Gathering fee)

    Please note:  We have gone digital! Materials will be provided electronically.

    Continuing Education Credits:
    CFP & CA Insurance – credits applied for
    CPA & MCLE (approved provider #11857) – credits offered

    Program Location and Accommodations:
    San Diego Marriott – La Jolla
    4240 La Jolla Village Drive
    San Diego, CA 92122
    (858) 587-1414

    The Gathering Room Rate:
    $169 (Reserve your room by February 3, 2017)
    Reservation Link: Group Rate Gathering 2017

    The Participation fee for the Gathering includes attendance, for you and a Guest, to our Black-tie Optional Gala on Friday evening. Upon registration for this event, you will receive a confirmation email which will allow you to indicate if you, a guest will be attending our Gala. We look forward to seeing you.  To register for the Circle of Friends Mardis Gras Charity Event ONLY, please use this registration form.

    Add to cart
  • Why SCI

    The Gathering 2017

    $420.00

    The Gathering 2017

    Financial, Tax, and Legal Planning for Baby Boomers and Business Owners – What Now & What’s Next?

    Friday, February 24th and Saturday, February 25th

    San Diego Marriott – La Jolla
    4240 La Jolla Village Drive
    San Diego, CA 92122
    (858) 587-1414

    The Gathering Room Rate:
    $169 (Reserve your room by February 3, 2017)
    Reservation Link: Group Rate Gathering 2017

    Click here to view the Agenda

    Sponsor-Exhibitor Application

    Please join us for our 13th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an
    annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can,
    through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their
    planning needs.

    The format of the twoday Gathering is designed to engage all participants in a conversation where audience interaction is as
    critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and
    who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill
    their enlightened dreams.

    Participation Fee:
    The Gathering – $420
    Circle of Friends Only – $200 (waived with Gathering fee)

    Please note:  We have gone digital! Materials will be provided electronically.

    Continuing Education Credits:
    CFP & CA Insurance – credits applied for
    CPA & MCLE (approved provider #11857) – credits offered

    Program Location and Accommodations:
    San Diego Marriott – La Jolla
    4240 La Jolla Village Drive
    San Diego, CA 92122
    (858) 587-1414

    The Gathering Room Rate:
    $169 (Reserve your room by February 3, 2017)
    Reservation Link: Group Rate Gathering 2017

    The Participation fee for the Gathering includes attendance, for you and a Guest, to our Black-tie Optional Gala on Friday evening. Upon registration for this event, you will receive a confirmation email which will allow you to indicate if you, a guest will be attending our Gala. We look forward to seeing you.  To register for the Circle of Friends Mardis Gras Charity Event ONLY, please use this registration form.

    Add to cart